It is likely that a large proportion of financial wealth will be left unspent, to be passed on to the next generation, rather than being spent in the retiree’s lifetime. We wrote about this back in May and encouraged you to spend some of your hard-earned savings on whatever your heart desires.
We understand that not everyone is so whimsical as to pop out and buy a few speedboats, a new car, go on a shopping spree and then finish if off with a fancy holiday! Some of you are understandably more sensible and reserved than that.
It has been reported that most retirees want to leave money to their nearest and dearest when they are no longer around, and we want you, our clients, to enjoy your savings in retirement. Please speak to us about how we could put arrangements in place for you to have the best of both. We can help you combine that little bit of luxury with making sure that the kids don’t miss out when you are no longer here.
If you are a client of Redwood Financial you may already have a plan in place but you may want to update it. Those who are not, Redwood Financial is one of the souths leading Wills, Trusts & Estate Planning providers and we are dedicated to helping families to grow, protect and enjoy their wealth. With our unrivalled knowledge of estate administration, we can advise on any situation. Come along to one of our FREE Public Seminars on Wills, Trusts & Estate Planning is 17th July at The Langstone Hotel, Hayling Island. Book online at Book Me A Place!: call us on 01489877 547 or Email firstname.lastname@example.org.